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Essential Duties and Responsibilities

• Perform all operational and administrative functions related to managed and/or syndicated negotiated and competitive municipal underwritings.

• Update transaction information in various internal and external systems.

• Work with FI associates to maintain strong internal and external client relationships.

• Track rates and pricing adjustments; communicate changes to the sales force.

• Provide data and support to bankers for Requests for Proposals (RFPs) and Post-Sale Analyses.

• Keep syndicate members informed regarding pricing, allotments, and regulatory reporting for managed deals.

• Utilize third-party systems such as Bloomberg, Ipreo, BidComp, and NIIDs.

• Perform additional duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of:

• Raymond James’ organizational structure, policies, mission, and strategies.

• Standard securities industry practices and procedures.

• Fixed Income concepts, practices, and operations.

• Principles of banking, finance, and securities operations.

• Financial markets and related products.

Skill in:

• Understanding municipal regulatory and compliance requirements.

• Analyzing, evaluating, and interpreting financial documents and data.

• Identifying relationships, drawing logical conclusions, and presenting results clearly.

• Delivering high-level customer service to internal sales teams and bankers, including timely communication and effective time management.

• Using standard office tools and software, including Microsoft Office and Access databases.

Ability to:

• Read, interpret, analyze, and apply information from industry data.

• Manage multiple detailed tasks under tight deadlines in a fast-paced environment.

• Communicate clearly, professionally, and effectively across all organizational levels.

• Maintain attention to detail while understanding broader objectives.

• Work both independently and collaboratively.

• Present a professional and positive demeanor.

• Convey information effectively through formal reports and informal communication.

Education and Experience

• Bachelor’s degree (preferred), or

• High school diploma with a minimum of five years of administrative or operations support experience (Financial Services industry preferred), or

• Equivalent combination of education, experience, and/or training approved by HR.

Licenses and Certifications

• None required at hire.

• Series 52 and Series 63 expected within 1 year.